TSE:BBD.B

Bombardier Inc (B) (BBD.B.TO)

366.24
+4.22 (1.17%)
as of Jul 24, 2026, 8:00:01 pm Market Open.
385 watching
0
Investor Insights
star iconJul 26, 2026, 12:00 am

This summary was created by AI, based on 14 opinions in the last 12 months.

Bombardier Inc has shown remarkable growth and transformation in the aerospace and defense sectors. Analysts have acknowledged a significant turnaround from near-bankruptcy to a leader in business jets, with improvements in debt and a solid balance sheet. The company has benefited from increased demand in the aircraft segment, particularly in private aviation, and has secured government contracts that may lead to further growth. Despite the promising outlook, some experts caution that the stock is trading at higher multiples, indicating potential valuation concerns. Overall, optimism persists about its future prospects, with strong service business margins and an expanding order book.

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Consensus
Positive
valuation icon
Valuation
Overvalued
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COMMENT
Rails continue but at a very low margin. Business jets are picking up, which will be very helpful. The wild card has to be the C7s. Until there is some clarity on that, he will stay on the sidelines.
WEAK BUY
Just recently announced the long-range aircraft. Solid backlog. Equally split between trains and planes. Will move with economy. From a seasonal perspective it should do well this time of year. Expects it to do better. It corrected itself earlier in the year. Doesn’t expect huge gains. Sell at $6.50. C-Series – if a whole lot of orders come in, great, but otherwise it is an overhang. They are trying to get into emerging markets with planes that can fly further.
SELL
(Market Call Minute) Doesn’t understand how this company operates. If you made money run for the hills.
DON'T BUY
Classic company o a Canadian company servicing a worldwide market and is something he looks for. Margins are razor thin. Needs to see how the C series performs.
BUY
Preferred Share: Has a risk if interest rates go higher. Company does not have to call this perpetual preferred share ever. Nice yield. Great long-term asset with high interest rate.
DON'T BUY
On conference calls they have talked down everything. Orders are lower by 15% and outlook is down by 15% so he expects the next stock move may be down or sideways.
DON'T BUY
Would like to see it cheaper. There are a lot more companies that are of greater interest to him than this one.
TOP PICK
Transportation side is doing well and they keep adding contract wins. Expects the catalyst will be from the aerospace side, specifically the C series that is under development. Targeted to launch in 2013 and will be a significant driver on their free cash flow generation.
COMMENT
Have done a good job on the rail side and margins are starting to improve. Business jets seem to be coming back somewhat in the US. Regional jets are the question mark.
DON'T BUY
An attractive entry point. They are getting orders and she likes the infrastructure play. They have lower margins, but will try to bring it up over the next couple of years. Could be FX headwinds because they report in US$. Needs healthy economic environment for jet business to increase. Wants to see more orders for the ‘C’ series.
COMMENT
Great Canadian company that fits his criteria of being locally based and selling globally. Rail side is successful although a very low margin business. Would like to see the C-7 series firmed up plus a revival of the private jet business.
WEAK BUY
The ‘A’ has 10 votes, the ‘B’ has one. Many fewer ‘A’ shares than ‘B’. ‘B’ is much more liquid. ‘C’ series is quite critical to their business.
COMMENT
“A” shares versus “B” shares? B shares have one vote per share while the A shares have 10 votes per share. Since both prices are so close to each other, if you buy gold for the A shares because of the extra votes you get.
DON'T BUY
Doesn’t like stock. Profit margins are too thin and they will get crowed out. Hold bonds and preferred.
COMMENT
Have a delivery date for their C series airplanes and he expects a lot of sales for them over the next 10 years. Trains are doing well but he'd like to see them both hitting on all burners.
Showing 586 to 600 of 1,596 entries